U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,889
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$191M
3
+$149M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$143M
5
SWK icon
Stanley Black & Decker
SWK
+$140M

Top Sells

1
+$301M
2
+$287M
3
+$145M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$126M
5
NVDA icon
NVIDIA
NVDA
+$112M

Sector Composition

1 Energy 12.17%
2 Financials 10.17%
3 Healthcare 8.59%
4 Technology 7.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$985K ﹤0.01%
92,082
+42,534
2452
$985K ﹤0.01%
51,542
-22,127
2453
$984K ﹤0.01%
20,922
-42,792
2454
$984K ﹤0.01%
39,915
+17,849
2455
$980K ﹤0.01%
14,679
+6,873
2456
$979K ﹤0.01%
75,879
+10,825
2457
$977K ﹤0.01%
40,700
+4,237
2458
$976K ﹤0.01%
143,422
+120,370
2459
$976K ﹤0.01%
196,065
-5,179
2460
$975K ﹤0.01%
238
+56
2461
$974K ﹤0.01%
20,902
+13,180
2462
$974K ﹤0.01%
30,417
-22,539
2463
$974K ﹤0.01%
79,405
+29,523
2464
$973K ﹤0.01%
44,756
+13,117
2465
$971K ﹤0.01%
60,394
+52,975
2466
$969K ﹤0.01%
31,554
-3,957
2467
$968K ﹤0.01%
90,623
+81,162
2468
$967K ﹤0.01%
11,541
-260
2469
$966K ﹤0.01%
40,250
-20,488
2470
$966K ﹤0.01%
66,173
+10,273
2471
$965K ﹤0.01%
26,034
-36,086
2472
$965K ﹤0.01%
25,124
+25,065
2473
$959K ﹤0.01%
27,986
+6,063
2474
$957K ﹤0.01%
57,567
+5,760
2475
$956K ﹤0.01%
71,257
-1,175
97 98
99
100 101